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PINNACLE ADVISORS
Legal name: PINNACLE WEALTH PLANNING SERVICES, INC.
CRD 106817File 801-51715
APPROVED
Retail clients
Custody
Filing as of Jul 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.14B
Top 25% of cohort (national)
Discretionary AUM
$2.12B
Non-discretionary $15.5M
Clients
1,088
3,994 accounts
Employees
35
Top 25% of cohort in OH
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- May 30, 1996
- Principal office
- 6 WEST 3RD ST., STE 100, MANSFIELD, OH, 44902
- Phone
- 419-526-5226
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.14B
- Discretionary AUM
- $2.12B
- Non-discretionary AUM
- $15.5M
- Discretionary accounts
- 3,966
- Non-discretionary accounts
- 28
- Total accounts
- 3,994
- AUM per client
- $2.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 7 | $22.7M |
| Non-U.S. persons | Fewer than 5 | Not reported |
| Insurance companies | Fewer than 5 | Not reported |
| Charitable organizations | 6 | $12.4M |
| Other investment advisers | Fewer than 5 | Not reported |
| High net worth individuals | 477 | $1.93B |
| Banking or thrift institutions | Fewer than 5 | Not reported |
| Pension and profit sharing plans | 11 | $10.1M |
| State or municipal government entities | Fewer than 5 | Not reported |
| Individuals (other than high net worth individuals) | 587 | $159.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.